Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,175 | $96,678-82.2% | $86,640-80.2% | $139,466-87.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 19.91% | 106.69%-86.8pp | 592.52%-572.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,398 | $4,837+11.6% | $4,438+21.6% | $6,712-19.6% |
| Admin fee / account holder | $31 | $6,410-99.5% | $5,616-99.4% | $11,409-99.7% |